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… enough with the alternative investment landscape, and ready for all that’s ahead? What Do You Need to Know? The world of … greater. Stimulated by investors keen to seek alternative forms of investment products, delivering differentiating … diversifying away from a more traditional equity / fixed income and cash portfolio, understanding this sector is key. …
… Price in 2021 and leads global alternatives distribution for the firm. Chris brings 18 years of experience in the … College and his MBA from the University of Southern California’s Marshall School of Business. …
… role of liquid alternative strategies http://jveventsgroup.com/liquidalts/ April 04, 2017 Convene Conference Center (Times Square) New York, NY For financial advisors and institutional investors only The program centers around two key components: picking the right strategies and picking the …
… Executive, Canada West Scott is the Manager of the Treasury for the City of Calgary, the third largest municipality in Canada. As Manager of the Treasury, Scott is accountable for the strategic direction and operational management of …
… Theresa Han, CFA, CAIA, Chapter Executive and China Subcommittee Member Ms. Han is the strategy head for Asia and other globally oriented strategies, serves on … with the Licensing Division of the Securities and Futures Commission in Hong Kong. She began her career with …
… you to Riskfolio-Lib, a powerful open-source library for portfolio optimization in Python created by Dany Cajas. … optimization techniques, risk management tools, and performance analytics to help investors design and manage their …
… Question review. We went over the exam structure and format, and available resources. Preparation for exam day and items permitted during the exam were …
… Questions were answered about eligibility, applying for the program, the CAIA Level II curriculum, and tips to … answered to all of your important questions in preparation for earning the CAIA Charter. …
… themes, considerations, and approaches to implementation for clients seeking differentiated income and diversification. We also discuss CAIA Association’s recently announced learning platform, UniFi by CAIA™ which targets the education gap in the …
… Partners Limited. As Asia Region Head, she is responsible for Albourne’s practice across Singapore, Hong Kong and … overseeing Albourne’s Portfolio Group strategy, advice and delivery of client outcomes in Asia. Her experience spans 32 years in the …
… Management Solutions, Sam Cote leads product management for the Ameriprise non-daily liquid alternative investments platform. Wealth Management Solutions provides research, …
… Executive David Peterson has been a Middle Market and Commercial Banker for the past 24 years. He works exclusively with privately held companies ranging from $25 Million to $500 Million in …
… and private markets, but with a focus on private markets for most of the last 10 years. Prior to joining Matthias, … designations. Outside the office, Justin enjoys golf, Formula 1, and cheering on the Ohio State Buckeyes and the …
… never been a more crucial time to stand out. The transformative effect of data science on the finance industry … Financial Data Professional (FDP) is a global designation for investment professionals with data science skills. …
… a requirement to serve as a reference. The only requirement for your references is that they have relevant information regarding your professional experience. …
… “CAIA” releases March 2013 CAIA Level I Results Industry News Press Releases Of the March 2013 CAIA Level I candidates, 68% passed and are now eligible to register for the CAIA Level II exam. The CAIA Association would like to congratulate all successful candidates. The results for the March 2013 CAIA Level II exams are expected later …
… longer a mere add-on in a portfolio or investment strategy. For an increasing number of investors in alternatives, a thoughtful approach to ESG issues has become table stakes. As the industry continues to define the … on a thought-provoking webinar series organized exclusively for the benefit of institutional investors across the world. …
… plans is emerging as a key topic of debate. Join us for a forward-looking panel discussion that explored the …
… NY. In his role there, Anthony covered hedge fund clients for derivatives clearing and intermediation activity, … and Options, Credit Default Swaps, Interest Rate Swaps, and Foreign Exchange derivatives. Anthony graduated from Cornell …
… Alternative Investments September 14, 2021 Videos Appetite for investment into private markets, by a broadening range … is increasing digital asset creation. • What’s ahead for this burgeoning sector? • What are the different types of digital assets? • How does Crypto compare with Tokenisation? What is the potential of the new …
… CAIA Carolinas Welcome to CAIA Carolinas. The CAIA Carolinas Chapter serves the alternative investment community throughout North Carolina and South Carolina by expanding networking and educational opportunities for its members and for those interested in learning more …
… leading the establishment of flexibility valuation platforms at JERA Co., Inc., focusing on energy market risk … sophisticated derivative pricing models, interest rate and foreign exchange models, and supporting traders with risk … across global teams to deliver innovative solutions in complex trading and risk environments. He received a Master …
… bfinance "The Rebirth of Hedge Funds" Due to a combination of increasing regulatory scrutiny and the lack … have shied away from hedge funds. Is there still a place for hedge funds in the portfolios of one of the most … this event, please contact: events@caia.org < BACK TO NEWS LIST …
… Apply Online Your Name First * Last * Applying for Contact City Country Email * Phone Upload Your CV/Resume Include the position title for which you are applying. You may add multiple files, one …
… teams to develop and maintain relationships through the delivery of tailored portfolio solutions. Prior to joining … at Wellington Management. In this role, he was responsible for sourcing and developing alternative investment …
… longer a mere add-on in a portfolio or investment strategy. For an increasing number of investors in alternatives, a thoughtful approach to ESG issues has become table stakes. As the industry continues to define the … a thought-provoking webinar series organized exclusively for the benefit of institutional investors across the world. …
… in Latam. Mr. Manzur is also a ILPA external Staff Member for executive education in Latam. In addition, he created an … Ibáñez, and he is member of closed end funds’ surveillance committees which invest in Private Assets. Previously, he spent 10 years working for two big private pension plans in Chile, where he was …
… leads Alpine Capital Advisors' business in Brazil. Before joining Alpine, Gustavo had extensive experience in … venture capital fund, where he became director responsible for the expansion of Antler in Brazil. In addition to … Insper. He has been a CAIA member since 2015 and served on committees at ABVCAP (Brazilian Association of Venture …
… Alternative Equity team at Barings and is responsible for supporting the underwriting and monitoring of primary …
… The switch here is that we heard what the investee company think about the VC investments they receive. The … on the collective success of enterprise creation for in the founders success lies the success of the investor. We welcome you to a ringside seat for a view on VC investing. …
… meeting client objectives and constraints while balancing competition and AUM targets. The viewpoints shared contrast … shared are to help build better efficient frontiers for the client. The webinar began with a short presentation … This was followed by a moderated panel discussion with time for audience Q&A at the end. …
… by Alpha Development, is the globally recognized credential for professionals working in areas of the financial industry … who are seeking the necessary data science skills to perform in a digitized world. Link to partner FDP Institute …
… Welcome Monetary Matters and Other People's Money Listeners! … at check-out to redeem your discount. A Common Language for a Changing Industry If you work in wealth management or … in alternative investments. Coming in January 2026 – Portfolio Implementation Microcredential. Want to stay …
… Exam Registration Dates & Fees The 2026 CAIA Curriculum, in digital format, is INCLUDED at no additional charge with new … available by exception only. Candidates need an approved accommodation to schedule an online proctored CAIA exam. …
… Tom Bloomer is a Senior Regional Investment Consultant for Columbia Threadneedle Investments, a leading global … $600 billion in assets under management. He is responsible for managing the firm’s largest RIA, Bank Trust and …
… CAIA, Chapter Executive Katie is the Global Head of Capital Formation for Baird Capital. Prior to joining Baird Capital, she spent … Management Research team, overseeing the equity and fixed income analysts who support Baird’s Financial Advisors with …
… including Digital Assets. Christine currently works for Synaptic Partners. Previously she was Managing Director … she was a senior PM in the Alternative Investment team for 13 years, running both bespoke hedge fund portfolios and …
… where he provides fiduciary and governance services for alternative investment funds. In this role, he supports … with strategic oversight, ensuring adherence to regulatory compliance, managing risk frameworks, and overseeing … estate, private equity, hedge funds, and venture capital. Before joining Harbour, Nathan was an Associate Financial …
… having worked in various roles, most recently as an AML Compliance Officer, and a Money Laundering Reporting Officer for Cayman Islands investment vehicles. Lee has extensive … with a particular focus on regulatory requirements, compliance and middle office services. Prior to joining …
… AllianceBernstein in January 2021. Previously she worked for Franklin Templeton Investments during 20 years, where … Service Manager, Marketing Manager and Senior Sales. Before that, Molpeceres worked at Bank of America in the …
… in the financial services industry. She is responsible for investor relations and business development initiatives across the real assets platform. Prior to joining CenterSquare, Ms. Burke was a Vice …
… Executive I started my career as an analyst creating form scratch a multifamily office, GBS Family office, were I … I was responsable of the selection of third party funds for over 2 billion euro. In 2017 I was promoted to CIO of …
… 3rd Annual Invest in Women http://conferences.fa-mag.com/women/ May 09, 2017 Hyatt Regency Dallas Dallas, TX Attend The Leading Nationwide Forum To Explore, Discuss And Learn About Issues That Are Meaningful For Women Financial Advisors and Female Clients. Topics …
… He joined Schroders in London in 2015 as Product Manager for the group’s quantitative equity strategies before joining the distribution team in France in 2018. …
… Morgan in the Hedge Funds trading team, also in Geneva. Before being in Switzerland, she did an internship at the … American Bank in Washington, D.C. in USA and worked 5 years for the Venezuelan Central Bank as financial & economic …
… He also develops the hedge funds advisory practice. Before joining BT, Jean-Patrick spent more than a decade at … unit. He began his career as sell-side equity analyst for Abn-Amro Securities and Société Générale CIB. …
… of Little Harbor Advisors, LLC, talks about his Portfolio for the Future blog series with Aaron Filbeck, CFA, CAIA, … Listen in, and then check out Rick's posts at Portfolio for the Future: Part 1 / Part 2 …
… Prior to AXA IM he was in charge of International Sales for French traditional asset managers and hedge funds; among … Sales Manager of Convertible Bonds and Fixed Income for Kepler Chevreux and Natixis CIB . Edoardo started his career at the French CDC in the fixed income trading desk. He holds a Master in Finance from …
… CAIA Boston Welcome to CAIA Boston. The Boston Chapter’s mission is to link … portfolio managers, product managers and Boston’s academic community. We are a resource and voice in the ever-unfolding … and speakers from all corners of the industry. We also form links through networking, outreach and career …
… is a Senior Manager in charge of Financial Risk Management for financial and non financial institutions, Deloitte … banks when she was in charge of Basel II and Solvency II for KPMG FRM (Financial Risk Management) Advisory in Belgium … gained experience in asset management as an active fixed income portfolio manager at Dexia Asset Management. She is a …